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JPMorgan Chase

5,059 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 2,117 increasing their positions, 2,274 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,117 | Existing positions reduced: 2,274

1.06% less ownership

Funds ownership: 73.33%72.26% (-1.1%)

1% less funds holding

Funds holding: 5,1255,059 (-66)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

15% less funds holding in top 10

Funds holding in top 10: 938794 (-144)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,059
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.13%
Holding in Top 10
794
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.35%
% of All Funds
9.75%
New
205
Increased
2,117
Reduced
2,274
Closed
177
Calls
$8.1B
Puts
$10.8B
Net Calls
-$2.71B
Net Calls Change
-$1.48B
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
4601
truNorth Financial Services
Pennsylvania
$320K -$9.11K -30 -3%
CAM
4602
Capital Asset Management
Colorado
$320K -$23.1K -76 -7%
CA
4603
Claris Advisors
Missouri
$320K -$9.41K -31 -3%
MW
4604
Members Wealth
Pennsylvania
$319K +$7.59K +25 +3%
EIP
4605
Ellis Investment Partners
Pennsylvania
$318K +$138K +455 +73%
ACM
4606
Aurdan Capital Management
Pennsylvania
$318K +$10.9K +36 +3%
SFSG
4607
Sound Financial Strategies Group
Mississippi
$317K +$327K +1,079 New
PA
4608
Prossimo Advisors
California
$317K +$3.34K +11 +1%
LFG
4609
Lockerman Financial Group
California
$316K +$8.19K +27 +3%
VWM
4610
Verus Wealth Management
Wisconsin
$315K -$303 -1 -0.1%
NLA
4611
Northern Lights Advisors
Washington
$315K +$21.9K +72 +7%
SIM
4612
Synergy Investment Management
Florida
$314K +$29.4K +97 +10%
EP
4613
EPIQ Partners
Minnesota
$314K
TPCM
4614
Templeton & Phillips Capital Management
Tennessee
$313K
RS
4615
Retirement Solution
Washington
$313K +$322K +1,062 New
TFA
4616
TPG Financial Advisors
Oregon
$312K -$43.1K -142 -12%
LSC
4617
Lesa Sroufe & Co
Washington
$312K
JWM
4618
Jackson Wealth Management
Florida
$312K +$1.82K +6 +0.6%
UA
4619
URS Advisory
Florida
$312K +$18.2K +60 +6%
TFP
4620
TrueWealth Financial Partners
Washington
$312K +$322K +1,060 New
EIA
4621
Eastover Investment Advisors
North Carolina
$311K +$10.3K +34 +3%
NBWM
4622
North Berkeley Wealth Management
California
$311K +$92.6K +305 +41%
CFM
4623
Comprehensive Financial Management
California
$310K
JWM
4624
Johnson Wealth Management
North Dakota
$308K -$6.07K -20 -2%
BBNB
4625
Baker Boyer National Bank
Washington
$307K

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,142 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2026, worth a combined $573B — down 11% from $640B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new JPM positions and 177 closed out — a net gain of 28 holders — while 2,117 added to existing stakes and 2,274 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $2.85B. The largest seller was Capital International Investors, cutting an estimated $4.26B.

  • 5,059 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 205 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +28 holders.
  • The largest JPMorgan Chase buyer in Q1 2026 was SG Americas Securities, an estimated $2.85B added.
  • The largest JPMorgan Chase seller in Q1 2026 was Capital International Investors, an estimated $4.26B sold.

Based on aggregated 13F filings for Q1 2026.